Envestnet Asset Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Envestnet Asset Management’s Portfolio XYLG Stock Details XYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$832K	Buy	31,675 +4,287	+16%	+$117K	﹤0.01%	3582
2025 Q4	$753K	Sell	27,388 -6,609	-19%	-$193K	﹤0.01%	3439
2025 Q3	$979K	Buy	33,997 +14,995	+79%	+$422K	﹤0.01%	3328
2025 Q2	$523K	Buy	19,002 +43	+0.2%	+$1.13K	﹤0.01%	3656
2025 Q1	$502K	Buy	+18,959	New	+$527K	﹤0.01%	3623

Other funds holding XYLG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management's XYLG Position: Q1 2026 in Review

Envestnet Asset Management increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 16% in Q1 2026, buying an estimated $117K and bringing the position to 31,675 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Envestnet Asset Management first reported a position in XYLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $979K in Q3 2025. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

Envestnet Asset Management held 31,675 shares of Global X S&P 500 Covered Call & Growth ETF worth $832K as of Q1 2026.
Envestnet Asset Management bought 4,287 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $117K.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3582 holding.
Envestnet Asset Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2025 and has held it in 5 quarters since.
Envestnet Asset Management's Global X S&P 500 Covered Call & Growth ETF position peaked at $979K in Q3 2025.
29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.